bryce_in_tx
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Tom, I appreciate your effort to assist. First, Box 2b "Taxable amount not determined" is not checked on my wife's 1099-R. As I stated previously, in box 2a "...
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Well, the wording this year is highly confusing. It says "For the years my wife received these distributions, was the total amount shown in the form the same as...
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Thanks for the reply!Yes, the amount in Box 1 (Gross distribution) is larger than the Box 2a amount (Taxable amount). Each monthly payment, the State of Texas t...
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My wife's distributions are from a 403(b) plan. She's a retired Texas teacher. TTX is asking questions, it would seem, to calculate the tax free portion and the...
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Okay, so how do I bypass the questions? My wife's retirement plan is a 403(b), so I answered "yes" to "Are the payments from a 403(b)". She's a retired Texas te...
Activity Feed for bryce_in_tx
- Got Cheered for Re: Turbotax is asking questions about my wife's TRS pension I've never had to answer before, pla.... 4 weeks ago
- Got Cheered for Re: Turbotax is asking questions about my wife's TRS pension I've never had to answer before, pla.... 4 weeks ago
- Got Cheered for Re: 1099-R for my wife (Texas Teachers Retirement). March 16, 2026 5:15 PM
- Cheered Re: MIL's home inherited by my wife on date of her Mother's death. for M-MTax. March 6, 2026 10:27 AM
- Cheered Re: Turbotax is asking questions about my wife's TRS pension I've never had to answer before, pla... for DaveF1006. March 6, 2026 10:13 AM
- Posted MIL's home inherited by my wife on date of her Mother's death. on Deductions & credits. March 6, 2026 1:46 AM
- Cheered Re: How to correctly report the taxes on a secondary home. for Hal_Al. March 6, 2026 12:57 AM
- Posted Re: Turbotax is asking questions about my wife's TRS pension I've never had to answer before, pla... on Retirement tax questions. March 6, 2026 12:14 AM
- Cheered Re: 1099-R for my wife (Texas Teachers Retirement) for mesquitebean. March 4, 2026 10:00 AM
- Cheered Re: 1099-R for my wife (Texas Teachers Retirement) for SteamTrain. March 4, 2026 9:59 AM
- Cheered Re: 1099-R for my wife (Texas Teachers Retirement) for SteamTrain. March 4, 2026 9:59 AM
- Cheered Re: 1099-R for my wife (Texas Teachers Retirement) for SteamTrain. March 4, 2026 9:59 AM
- Posted Re: 1099-R for my wife (Texas Teachers Retirement) on Retirement tax questions. March 3, 2026 9:29 PM
- Posted Re: 1099-R for my wife (Texas Teachers Retirement) on Retirement tax questions. March 3, 2026 3:40 PM
- Posted Turbotax is asking questions about my wife's TRS pension I've never had to answer before, plan cost, tax free amount previously recovered, annuity start date. ??????? on Retirement tax questions. March 3, 2026 8:27 AM
- Posted Re: Why are there new annuity questions with start date, plan cost, etc.? I have never incurred t... on Deductions & credits. March 2, 2026 9:02 PM
- Posted Re: Box 1, 2a on 1099-R have different amounts, but TT still wants to copute box 2a on Retirement tax questions. March 2, 2026 8:52 PM
- Posted 1099-R for my wife (Texas Teachers Retirement) on Retirement tax questions. March 2, 2026 8:42 PM
- Posted The address for the bank I use that pays me interest and sends a 1099 is wrong in Turbotax. on Investors & landlords. October 31, 2025 11:23 AM
- Posted Re: I need to file Form 8621 in my Fed Income Tax return. But the Turbox does not show it. How do... on After you file. May 26, 2020 1:56 PM